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Hello,
I'm currently creating a new custom Dashboard for my client. The client would like the ability to view open opportunities by Country. I can see a range of options to view Opportunities by '...' in the Chart dropdown section of the component, but the options are limited (they do not include the Country field and other specific fields).
Is there any way to achieve this?
Thanks for your time.
thank you, Lu!
This is the answer I was looking for.
great resource, thanks
Hi ETconsultant,
Is there the Country field in your Opportunity entity?
If so, you could directly use the country as a horizontal axis label.
If not, you should first create a Country field of the Opportunity entity.
You need to create the chart in the view first, and select Country as the horizontal axis label. Then add this chart to the dashboard.
Please refer to here to know how to create a chart: https://crmbook.powerobjects.com/basics/analytics/charts-4/
Please refer here to know how to add a chart to the dashboard: https://crmbook.powerobjects.com/basics/analytics/dashboards/
Hope this helps.
Best Regards,
Lu Hao
Hi,
Charts and dashboard data are display based on which view has set in the dashboard. So you have to create view first for opprtunity with filter condition of the country. Then set the particular view in the dashboard.
In addition above link suggested by Ravi -
www.crmsoftwareblog.com/.../managing-system-views-dashboards-dynamics-365
Will check those links out - thank you
Hi,
You need to create the view and charts to achieve your requirement. This is not out of box.
Some useful links:
ledgeviewpartners.com/.../create-personal-view-dynamics-crm365
crmbook.powerobjects.com/.../charts-4
Hope this helps.
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